LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 0.59%
26,116
-320
27
$5.36M 0.59%
21,977
+3,455
28
$5.11M 0.56%
38,989
+1,145
29
$5.05M 0.55%
174,727
+125,195
30
$5.05M 0.55%
48,443
+39,287
31
$4.8M 0.53%
16,289
+2,461
32
$4.7M 0.51%
162,175
-248
33
$4.52M 0.49%
17,090
+39
34
$4.43M 0.49%
176,355
+95
35
$4.34M 0.48%
20,909
+410
36
$4.34M 0.47%
80,240
+20
37
$4.27M 0.47%
74,775
+2,662
38
$4.27M 0.47%
74,351
-3,740
39
$4.26M 0.47%
91,161
-949
40
$4.24M 0.46%
261,296
+1,232
41
$4.2M 0.46%
87,837
-7,731
42
$4.14M 0.45%
81,350
+2,230
43
$4.1M 0.45%
154,393
+117,473
44
$4.07M 0.45%
22,002
+446
45
$4.03M 0.44%
93,999
-224
46
$4.02M 0.44%
70,590
+896
47
$3.9M 0.43%
10,722
+1,420
48
$3.87M 0.42%
104,949
+2,511
49
$3.78M 0.41%
300,411
-199,589
50
$3.73M 0.41%
22,065
+345
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